Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$399K Buy
2025
Q2
$384K Sell
2025
Q1
$365K Buy
2024
Q4
$385K Sell
2024
Q3
$295K Buy
2024
Q2
$281K Sell
2024
Q1
$281K Buy